Civic Intelligence

Alamo Mission Chapter of Daughters of the Republic of Texas

990EZ • Fiscal year 2017 • EIN 35-2419064

Jun 01, 2016 to May 31, 2017 • Filed on Oct 10, 2017

Organization ProfileWWW.ALAMOMISSIONCHAPTERDRT.ORG
PO Box 91136San Antonio, TX 78209

(210) 385-0182

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

31st percentile

-4.2%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

5th percentile

-73%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$117,250

Down $323,683 (-73%) from 2016

Net Assets

Down

$117,250

Down $170,786 (-59%) from 2016

Liabilities

Down

$0

Down $152,897 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin31st percentile

Revenue

Down

$31,599

Down $19,865 (-39%) from 2016

Expenses

Down

$32,930

Down $25,409 (-44%) from 2016

Net Income

Up

-$1,331

Up $5,544 (+81%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2013: $312,032Liabilities 2013: $0Net Assets 2013: $312,0322013Assets 2014: $393,543Liabilities 2014: $106,157Net Assets 2014: $287,3862014Assets 2015: $430,268Liabilities 2015: $135,357Net Assets 2015: $294,9112015Assets 2016: $440,933Liabilities 2016: $152,897Net Assets 2016: $288,0362016Assets 2017: $117,250Liabilities 2017: $0Net Assets 2017: $117,2502017Assets 2018: $137,370Liabilities 2018: $0Net Assets 2018: $137,3702018Assets 2019: $153,748Net Assets 2019: $153,7482019Assets 2020: $137,955Liabilities 2020: $3,816Net Assets 2020: $134,1392020Assets 2021: $165,221Net Assets 2021: $165,2212021Assets 2022: $142,868Net Assets 2022: $142,8682022Assets 2023: $161,039Net Assets 2023: $161,0392023Assets 2024: $179,524Net Assets 2024: $179,5242024Assets 2025: $124,905Liabilities 2025: $5,000Net Assets 2025: $119,9052025

Highlighted filing

2017

Assets$117,250
Liabilities$0
Net Assets$117,250
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2013: $65,985Expenses 2013: $58,787Net Income 2013: $7,1982013Revenue 2014: $35,060Expenses 2014: $59,706Net Income 2014: -$24,6462014Revenue 2015: $45,378Expenses 2015: $37,853Net Income 2015: $7,5252015Revenue 2016: $51,464Expenses 2016: $58,339Net Income 2016: -$6,8752016Revenue 2017: $31,599Expenses 2017: $32,930Net Income 2017: -$1,3312017Revenue 2018: $72,767Expenses 2018: $52,391Net Income 2018: $20,3762018Revenue 2019: $55,048Expenses 2019: $36,541Net Income 2019: $18,5072019Revenue 2020: $19,784Expenses 2020: $39,393Net Income 2020: -$19,6092020Revenue 2021: $37,923Expenses 2021: $35,761Net Income 2021: $2,1622021Revenue 2022: $28,904Expenses 2022: $63,922Net Income 2022: -$35,0182022Revenue 2023: $63,794Expenses 2023: $63,565Net Income 2023: $2292023Revenue 2024: $104,353Expenses 2024: $83,019Net Income 2024: $21,3342024Revenue 2025: $99,102Expenses 2025: $166,571Net Income 2025: -$67,4692025

Highlighted filing

2017

Revenue$31,599
Expenses$32,930
Net Income-$1,331
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 10, 2017
Return Version
2016v3.0
Gross Receipts
$57,134
Mission and Program Overview

Mission

To perpetuate the memory and spirit of the men and women who achieved and maintained the independence of texas. To encourage historical research into the earliest records of texas. To promote and celebrate texas' honor days. To secure and memorialize historic spots by erecting markers thereon and to cherish and preserve the unity of texas.

Program Services

DescriptionGrantsExpenses
MELBA BIARD FUND: PURPOSE IS TO PRESERVE, PROTECT, CONSERVE AND PROMOTE TEXAS HISTORY. THIS FUND ALSO PAYS FOR SCHOLARSHIPS.$0$8,377
SPECIAL EVENTS SEIGE OF BEXAR & PILGRIMAGE HONORING THE SEIGE OF BEXAR BATTLE-INDEPENDENCE FROM MEXICO. THE PILGRIMAGE IS HELD IN APRIL RELATING TO THE SEIGE OF BEXAR FOR 13 DAYS PRIOR TO TEXAS INDEPENDENCE DAY.$0$6,349
SPECIAL PROJECTS-THE ALAMO, SAN ANTONIO, TX. THE CHAPTER'S GOAL IS TO PRESERVE THE ALAMO AND GROUNDS.$0$6,218
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY WIESERPresidentPT$0--
CARLA MILLER1st Vice-President-$0--
MARTHA FLEITAS2nd Vice-President-$0--
MARY JANE BLANCO3rd Vice-President-$0--
DI ANNA ARIAS4th Vice-President-$0--
SHELLY BETTIS5th Vice President-$0--
KAY DAY6th Vice-President-$0--
MARIA CLARKERecording Secretary-$0--
GENIE BASSICorresponding Secretary-$0--
RONNIE RETZLOFFChaplain-$0--
JEANIE TRAVISTreasurerPT$0--
MONICA ASHLEYRegistrar-$0--
Filing and Contact Details

Filer

Filer Name
Alamo Mission Chapter of
EIN
35-2419064
Phone
2103850182
Address
PO BOX 91136, SAN ANTONIO, TX 78209

Signing Officer

Name
Jeanie Travis
Title
Treasurer
Phone
2103850182
Signed
2017-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Exencial Wealth Advisors
Address
7373 BROADWAY SUITE 400, SAN ANTONIO, TX 78209
Preparer
Ada M Cartright
Phone
2107383888
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income - savings. Amount: 5. Description: interest income - sacu. Amount: 4,445. Description: interest income - melba biard fund. Amount: 2. Total included on form 990-ez, line 4: 4,452.”

Form 990-ez, Part I, Line 7 - Sales of Inventory

“Income: gross receipts: 6,099. Returns and allowances: 0. Less cost of goods sold: 4,592. Gross profit: 1,507. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 4,592. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 4,592.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: miscellaneous income. Amount: 3,067.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: dues to drt of texas, inc.. Amount: 11,924. Description: administrative costs. Amount: 2,481. Description: fees. Amount: 1,317. Description: sales tax. Amount: 302. Total to form 990-ez, line 16: 16,024.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: transfer of permanent building fund account to alamo mission foundation. Amount: -169,455.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: permanent building fund. Beg. Of year amount: 152,897. End of year amount: 0.”

Raw XML Appendix226 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EXENCIAL WEALTH ADVISORS
IRS990EZ/BooksInCareOfDetail/PhoneNum02107383888
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07373 BROADWAY SUITE 400
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0440933
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0117250
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03022
IRS990EZ/CostOfGoodsSoldAmt04592
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1331
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010166
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0440933
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0117250
IRS990EZ/FundraisingGrossIncomeAmt010339
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01507
IRS990EZ/GrossReceiptsAmt057134
IRS990EZ/GrossSalesOfInventoryAmt06099
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt04452
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt030155
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0288036
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0117250
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0288036
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0117250
IRS990EZ/OccupancyRentUtltsAndMaintAmt06740
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY WIESER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARLA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARTHA FLEITAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY JANE BLANCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DI ANNA ARIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHELLY BETTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KAY DAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARIA CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GENIE BASSI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RONNIE RETZLOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JEANIE TRAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MONICA ASHLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33RD VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt44TH VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt55TH VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt66TH VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11REGISTRAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-169455
IRS990EZ/OtherExpensesTotalAmt016024
IRS990EZ/OtherRevenueTotalAmt03067
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PERPETUATE THE MEMORY AND SPIRIT OF THE MEN AND WOMEN WHO ACHIEVED AND MAINTAINED THE INDEPENDENCE OF TEXAS. TO ENCOURAGE HISTORICAL RESEARCH INTO THE EARLIEST RECORDS OF TEXAS. TO PROMOTE AND CELEBRATE TEXAS' HONOR DAYS. TO SECURE AND MEMORIALIZE HISTORIC SPOTS BY ERECTING MARKERS THEREON AND TO CHERISH AND PRESERVE THE UNITY OF TEXAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPECIAL EVENTS SEIGE OF BEXAR & PILGRIMAGE HONORING THE SEIGE OF BEXAR BATTLE-INDEPENDENCE FROM MEXICO. THE PILGRIMAGE IS HELD IN APRIL RELATING TO THE SEIGE OF BEXAR FOR 13 DAYS PRIOR TO TEXAS INDEPENDENCE DAY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MELBA BIARD FUND: PURPOSE IS TO PRESERVE, PROTECT, CONSERVE AND PROMOTE TEXAS HISTORY. THIS FUND ALSO PAYS FOR SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPECIAL PROJECTS-THE ALAMO, SAN ANTONIO, TX. THE CHAPTER'S GOAL IS TO PRESERVE THE ALAMO AND GROUNDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06349
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18377
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26218
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt020943
IRS990EZ/SpecialEventsNetIncomeLossAmt0-10604
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0152897
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt032930
IRS990EZ/TotalProgramServiceExpensesAmt020944
IRS990EZ/TotalRevenueAmt031599
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALAMOMISSIONCHAPTERDRT.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt036123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024017
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt062828
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0190534
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04451
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08866
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08599
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06618
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06957
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt035491
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0121974
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84300
IRS990ScheduleA/PublicSupportTotal170Amt0190534
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt033177
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt036123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034389
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024017
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt062828
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0190534
IRS990ScheduleA/TotalSupportAmt0226025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME - SAVINGS. AMOUNT: 5. DESCRIPTION: INTEREST INCOME - SACU. AMOUNT: 4,445. DESCRIPTION: INTEREST INCOME - MELBA BIARD FUND. AMOUNT: 2. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,452.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 6,099. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 4,592. GROSS PROFIT: 1,507. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 4,592. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 4,592.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 3,067.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DUES TO DRT OF TEXAS, INC.. AMOUNT: 11,924. DESCRIPTION: ADMINISTRATIVE COSTS. AMOUNT: 2,481. DESCRIPTION: FEES. AMOUNT: 1,317. DESCRIPTION: SALES TAX. AMOUNT: 302. TOTAL TO FORM 990-EZ, LINE 16: 16,024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: TRANSFER OF PERMANENT BUILDING FUND ACCOUNT TO ALAMO MISSION FOUNDATION. AMOUNT: -169,455.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: PERMANENT BUILDING FUND. BEG. OF YEAR AMOUNT: 152,897. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANIE TRAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02103850182
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALAMO MISSION CHAPTER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DAUGHTERS OF THE REPUBLIC OF TEXAS
ReturnHeader/Filer/BusinessNameControlTxt0ALAM
ReturnHeader/Filer/EIN0352419064
ReturnHeader/Filer/PhoneNum02103850182
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 91136
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId090ABE792F1D1E24C51FB06E6E1F0E5DC5EEBB84B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId090ABE792F1D1E24C51FB06E6E1F0E5DC5EEBB84B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.179.106.126
ReturnHeader/FilingSecurityInformation/IPDt02017-10-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:11:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800965907
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EXENCIAL WEALTH ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07373 BROADWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078209
ReturnHeader/PreparerPersonGrp/PhoneNum02107383888
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADA M CARTRIGHT
ReturnHeader/ReturnTs02017-10-10T14:16:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,250
Liabilities
$0
Net assets
$117,250
Revenue
$31,599
Expenses
$32,930
Net income
-$1,331
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.25$0.05$1.20$0.99$1.67$0.67
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$1.80$1.04$0.83$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.61$1.61$0.64$0.64$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.43$1.43$0.29$0.64$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$1.65$0.38$0.36$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.04$1.34$0.20$0.39$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$1.54$0.55$0.37$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.73$0.52$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.32$0.33$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.41$1.53$2.88$0.51$0.58$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.30$1.35$2.95$0.45$0.38$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.94$1.06$2.87$0.35$0.60$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$0.00$3.12$0.66$0.59$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits